Latest food industry analysis
Comprehensive coverage of the food industry's latest, breaking news brought to you by just-food's leading network of international journalists.
The newest of Nestle’s 40 R&D facilities is a unit in Singapore specialising in nutrition to support healthy ageing. Ben Cooper reports on t...
Unilever CEO Paul Polman left investors with no illusions today (21 July): trading is tough and the company expects it to get tougher. As a...
Nestle appointed Ulf Mark Schneider, currently CEO of healthcare company Fresenius, as its chief executive officer last month. just-food tak...
The liberalisation of regulations has opened the door to hemp-based food products in various US states. Growing consumer interest in the nat...
The UK’s vote to leave the EU on 23 June triggered immediate political and economic turmoil and has long-term implications for UK food manufacturers. Ben Cooper looks at how Brexit could impact on environmental and nutrition policy in the UK.
Last month saw Tesco grow in the UK as it shed less profitable areas of the business to focus on rejuvenating the core. But the going could get tougher in the UK, where retailers are expected to feel the fallout from Brexit and the likes of Amazon are making in-roads in grocery delivery. The fast-paced world of e-commerce saw notable developments, including Lidl's launch of an e-shop in the Netherlands and Wal-Mart's expansion of its online presence in China. Here is just-food's monthly round-up of the retail news from June.
As PepsiCo's leadership team presented the group's results yesterday (7 July) they could have summed up their core message to investors with a blast from the past: "You've got a lot to live, and Pepsi's got a lot to give". That slogan from the early 1970s would be too tame for today's app hungry consumers and investors who demand infinite fizz in terms of products, ideas and healthy dollar returns. But the slogan did sum up the mood as PepsiCo reported second-quarter profit that beat analysts' estimates and the firm boosted its full-year forecast, helped by rising sales of snacks and soft drinks in North America.
The dealings of US foodservice giants looking to expand in international markets proved an important theme for the foodservice sector in June. From McDonald's ongoing discussions over the lease of its franchise business in China to Wendy's expansion in Japan and Brazil, it seems that the worldwide demand for fastfood remains strong.
Danone announced a deal to acquire WhiteWave Foods this morning (7 July) in a move that values the Alpro maker at around US$12.5bn. The large-scale acquisition ramps up Danone's presence in the US and enhances its exposure to on-trend categories. For its part, WhiteWave expects the deal will move it to "the next phase of growth". Here is how each group stands to benefit from the business combination.
Hershey turned down a takeover approach from Mondelez International last week (30 June). At US$107 per share, the cash-and-shares offer valued the Reese's Pieces maker at approximately US$22.83bn. Here is just-food's summary of what you need to know about the deal.
General Mills is the owner of US legacy food brands that have been hard hit by sweeping changes to consumption. The company, which has tried break into growth areas such as natural and organic, revealed yesterday (29 June) that it will start to prioritise its investment behind the "75%" of its portfolio it has identified as "growth businesses". Will this approach prove effective? Katy Askew investigates.
Uncertainty is the watchword as the UK and the EU digest British voters plumping for Brexit in yesterday's (23 June) referendum. In an exclusive column, analysts at Rabobank set out how they think the UK's departure could impact certain parts of the food sector.
Australia has been one of the countries at the forefront of the rise of the gluten-free sector and, as the market has expanded, so more companies have entered the category. However, as the market has developed, so its rate of growth has started to slow. just-food looks at Australia's gluten-free breakfast cereal category and analyses the prospects of a still-growing but more mature segment.
The launch of the Food Loss and Waste Accounting and Reporting Standard has been described by its founding partner as a "breakthrough" in the fight against food waste. Ben Cooper assesses how it will support both food companies’ efforts to reduce waste and public-private initiatives with the same aim.
Amazon has launched its online grocery delivery business AmazonFresh in the UK, one of the most significant moves in the country's food retail sector for a number of years. The introduction of AmazonFresh in the UK is a further sign of the online giant's ambitions in grocery. Keith Anderson, vice president of strategy and insights at e-commerce consultants Profitero, reflects on what Amazon's latest offensive could mean for the industry.
The proposed trade agreement between the EU and the US - dubbed the Transatlantic Trade and Investment Partnership, or TTIP - has proved a source of fierce debate, with supporters seeking to emphasise the economic benefits of a deal but critics claiming it would favour big business, endanger food safety and the environment - and even undermine democracy. In recent weeks, opposition has emerged in political circles, with France's President Hollande insisting he would veto the agreement in its current form. Food and agriculture is at the centre of Hollande's concerns and the sector is among the main points of contention. But what could be the impact of TTIP on food manufacturers? Liz Newmark reports.
JM Smucker booked higher full-year earnings last week despite a drop in revenue from its food brands. With coffee and pet food outpacing Smucker's packaged food business, can the company lift the performance of its spreads-to-snacks brands?
In May, Wal-Mart's latest financial results took the eye, although in some ways the numbers prompted as many questions as answers. In the US, there were more entrants into online grocery, notably recently-launched pure-play jet.com. Elsewhere, Japan's Aeon and France's Picard teamed up to launch the frozen food chain in the Asian market, while France's competition regulator announced plans to investigate the buying partnership between Auchan and Systeme-U.
Swiss chocolate group Lindt & Sprüngli has been on something of a roll in recent years. The company has consistently grown its sales ahead of the wider chocolate market. It should come as little surprise then that in announcing chief executive Ernst Tanner is stepping down, the Lindor maker stressed "continuity" in naming financial chief Dr Dieter Weisskopf his successor.
The US government has announced plans to cut the country's salt intake, a move some in campaign circles have been urging for nearly 40 years. The Food and Drug Administration's voluntary targets attracted support from NGOs and parts of the industry, although, as Ben Cooper writes, the reaction was not entirely positive.
May featured a run of announcements from pizza chains, the sale of Middle East franchise group Cravia and UK health-focused chain Leon eyeing expansion.
Hormel Foods is continuing to bolster its presence in the on-trend natural and better-for-you categories with its latest acquisition of nut-butter products maker Justin's. But how far will the elevated focus on these areas go to alleviating pressure in Hormel's refrigerated foods and pork units? Hannah Abdulla explores.
A fresh scandal has brought the sale of fraudulent infant formula in China to the fore once again in recent weeks. Mark Godfrey examines what action is being taken to tackle the sale of fake products in the country's booming e-commerce market.
Demand for foods billed as "natural" is growing in the US but without a clear definition of exactly what that means, can consumers trust the products? Katy Askew investigates.
- What next for Nestle under new CEO Schneider?
- Unilever is "working harder" in tough environment
- Hemp food sales in the US set for growth
- Nestle catering for an ageing global population
- Brexit and UK food market policymaking
- Unilever sees growth but spreads decline continues
- Dairy Crest sees "momentum" in spreads
- Campbell's Soup's sustainable growth strategy
- Campbell takes Unilever to court in Australia
- Job cuts imminent as General Mills restructures